A favorite part of my job is talking with newly retired clients about the travel dreams they have been planning and saving for.
“Sign up today and enjoy 50,000 bonus points on us!” “Earn 1% cash back on your everyday purchases and 5% back on dining!” “What’s in your wallet?” If you’ve turned on your television or received junk mail in the past ten years, you’ve likely heard or seen at least one of these catchphrases amid the bombardment of credit card advertisements vying for a coveted spot in your wallet or purse. It can be tough to make sense of it all, but strategically choosing the right cards can unlock thousands of dollars in value, especially when it comes to travel. So, let’s break down some of the biggest advantages of using travel rewards cards over the traditional cash back alternatives.
The destination has been determined and the plans have been made. Passports are in hand, the hotel is booked, the flights purchased, and the bags are out and are ready to be packed. You have carefully thought about and planned for every detail of this trip, and you are ready to go.
During 2025, an estimated 69 million Americans will receive about $1.6 trillion in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,975.[1]
Welcome to summer, when warmer weather ushers in all kinds of fun events — pool parties, barbeques, boating, and of course the more formal gatherings like birthday parties and weddings. After a period of pandemic precautions, we are all eager to enjoy the company of friends and family without restrictions. But before you party like it is 2019 again, you may want to take one more precaution: evaluate your personal liability exposure.
Family planning is a deeply personal, exciting decision.
Let’s be honest—most grandparents take pride in spoiling their grandkids. From ice cream outings to toy shopping sprees, Grandma and Grandpa rarely say no when those little ones make a request.
Whether you’re expecting, adopting, recently had a baby or are simply exploring the possibility of parenthood, welcoming a baby into your family is exciting and life-changing!
When considering what to pass down to heirs, it’s easy to focus on bank accounts and real estate. But the items with the most importance often aren’t the most valuable on paper.
Financial planning for families with special needs.
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
